Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600497.SS
BUYREMOVEYUNNAN CHIHONG ZINC&GERMANIUM C · Basic Materials · China · $7.1B · Avg Vol: $306M/d
While the company benefits from zinc and germanium mining, the business model is highly capital-intensive and cyclical, failing the Terry Smith quality lens which avoids pure commodity plays with low structural ROIC.
COMPANY DESCRIPTION
Yunnan Chihong Zinc & Germanium is a leading Chinese non-ferrous metals producer specializing in the mining, smelting, and deep processing of zinc, lead, and germanium. The company controls high-grade mineral reserves and is one of the world's largest producers of germanium, a critical material for infrared optics and fiber optics. Its integrated industrial chain, high-grade ore reserves, and dominant position in the strategic germanium market constitute a powerful competitive moat.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.2B | 3.3B | 2.8B | 3.6B | 3.2% |
| EPS | 0.02 | 0.04 | 0.04 | 0.03 | 15.7% |
| Shares | 5.1B | 5.1B | 5.1B | 5.0B | -1.0% |
| Debt | 887M | 647M | 587M | 431M | -21.4% |
| Equity | 2.2B | 2.5B | 2.4B | 2.4B | 2.9% |
| Op CF | 507M | 533M | 350M | 556M | 3.2% |
| Inv CF | -87M | -114M | -252M | -199M | — |
| Fin CF | -439M | -367M | -176M | -333M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600497.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600497.SS | YUNNAN CHIHONG ZINC&GERMANIUM C(you) | $7.1B | 73 | BUY |
| 000960.SZ | Yunnan Tin Company Limited | $9.1B | 73 | BUY |
| 603979.SS | JCHX Mining Management Co.,Ltd. | $6.8B | 80 | STRONG BUY |
| 601168.SS | Western Mining Co.,Ltd. | $10.8B | 73 | BUY |
| 600549.SS | Xiamen Tungsten Co.,Ltd. | $12.8B | 74 | BUY |
| 002497.SZ | Sichuan Yahua Industrial Group Co., Ltd. | $3.9B | 71 | BUY |
| 600711.SS | Chengtun Mining Group Co., Ltd. | $5.6B | 62 | HOLD |
| 9696.HK | Tianqi Lithium Corporation | $10.7B | 65 | BUY |
| 301219.SZ | Ganzhou Tengyuan Cobalt New Material Co., Ltd. | $3.4B | 76 | BUY |
| 601061.SS | CITIC Metal Co., Ltd | $9.5B | 60 | HOLD |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%